KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$842K
3
+$767K
4
PLTR icon
Palantir
PLTR
+$629K
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$592K

Top Sells

1
+$563K
2
+$427K
3
+$216K
4
CVX icon
Chevron
CVX
+$148K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$140K

Sector Composition

1 Technology 15.49%
2 Healthcare 12.02%
3 Communication Services 8.33%
4 Financials 6.65%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
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-25
802
$0 ﹤0.01%
5
803
$0 ﹤0.01%
25
804
$0 ﹤0.01%
+10
805
– –
-410
806
– –
-50
807
– –
-1,536
808
$0 ﹤0.01%
9
809
– –
-2,000
810
$0 ﹤0.01%
12
811
– –
-1,000
812
$0 ﹤0.01%
17
813
$0 ﹤0.01%
37
814
$0 ﹤0.01%
2
815
$0 ﹤0.01%
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816
$0 ﹤0.01%
4
817
$0 ﹤0.01%
+2
818
$0 ﹤0.01%
6
819
$0 ﹤0.01%
1
820
$0 ﹤0.01%
4
821
$0 ﹤0.01%
9
822
– –
-1,500
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